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Steward Partners Investment Advisory, LLC: BTO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on BTO, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 56,961 BTO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,961 shares
    Change vs previous 13F +2,621 shares

    0.01% of the 13F portfolio, value $2,245,403.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54,340 shares
    Change vs previous 13F +5,131 shares

    0.01% of the 13F portfolio, value $1,949,176.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,209 shares
    Change vs previous 13F +6,694 shares

    0.01% of the 13F portfolio, value $1,726,252.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,515 shares
    Change vs previous 13F +6,820 shares

    0.01% of the 13F portfolio, value $1,529,690.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,695 shares
    Change vs previous 13F +568 shares

    0.01% of the 13F portfolio, value $1,264,317.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,127 shares
    Change vs previous 13F +7,303 shares

    0.01% of the 13F portfolio, value $1,198,182.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,824 shares
    Change vs previous 13F +17,429 shares

    0.01% of the 13F portfolio, value $993,039.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $344,698.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).